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@Benzinga

Financial News, Data & Education 💸

Detroit Beigetreten Haziran 2009
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A $35 Move in Oil Is Creating New Trades... Oil moved from $65 to nearly $100 in just a few weeks. Moves like that can create powerful opportunities across energy stocks and options markets. On Sunday, March 22, Matt Maley is going live to show the strategy he uses to trade oil-driven volatility and the setups he’s watching to play either direction oil heads next. Reserve Your Free Seat: events2.benzinga.com/registration-m…
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Buying a Home Just Got Easier (Finally!)
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AI Boom Lifts Micron… But Is the Run Over?
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$CHNR Stock Alert: Massive Run After Acquisition News!
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SERINA Therapeutics: Big Funding, But Is It Sustainable?
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AI Industry Set to Surge Past $1.2 Trillion by 2030
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China’s smartphone market is off to a weak start in 2026, with sales down 4 percent year over year as soft demand and underwhelming holiday promotions weigh on results. Even government subsidies and Lunar New Year discounts failed to fully offset the slowdown. Rising memory costs are adding pressure across the industry, forcing brands like OPPO and vivo to raise prices on select models. These increases could test consumer demand further, especially as companies prepare for upcoming product launches. Apple has emerged as a standout, posting 23 percent sales growth during the period. The company has leaned on e-commerce discounts and subsidies while using its supply chain strength to absorb higher costs instead of raising prices. That strategy could help Apple gain market share as competitors pass costs onto consumers. Huawei is also positioned to benefit, with its reliance on domestic suppliers giving it a cost advantage in a rising price environment. Looking ahead, the market is expected to remain under pressure through midyear. A potential rebound could come during major shopping events in June, but elevated component costs will likely continue shaping pricing and demand.
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Wedbush analyst Dan Ives (@DivesTech) remains highly bullish on Nvidia, arguing the company could reach a $6 trillion market cap by 2027. He views recent stock volatility as normal consolidation, not a sign of weakening demand. Ives believes the AI boom is still in its early stages, calling this just year three of a longer 8 to 10 year cycle. He pointed to a massive demand imbalance, with Nvidia chips reportedly seeing a 12 to 1 demand to supply ratio. He also suggested Nvidia may be understating its long term potential, with guidance possibly coming in below what actual demand could support. This reinforces his view that the company remains the core driver of the AI revolution. Beyond chips, Ives sees additional upside from a coming memory super cycle and a major expansion in AI software. He expects software to become a critical layer of the ecosystem as adoption scales globally. Despite rising competition from companies like Microsoft and Alphabet, Ives argues Nvidia is evolving into a full platform, not just a chipmaker. He believes the broader AI trade is shifting from hype to a sustained long term growth cycle. Even with some recent stock weakness, the long term thesis remains intact. For Ives, Nvidia continues to be the central force powering the next phase of global tech growth.
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